PWAG
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Polaris Wealth Advisory Group’s Williams-Sonoma WSM Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-137,344
Closed -$5.25M – 184
2019
Q4 		$5.25M Buy
137,344
+42,898
+45% +$1.49M 0.35% 61
2019
Q3 		$3.07M Buy
+94,446
New +$3.13M 0.25% 69

Other funds holding WSM

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BlackRock
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Aristotle Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return